User Management

This module helps the organization to manage users and workspaces. You can assign workspaces to users and give them the required permissions.

Navigation: Select 'Profile Picture' from the top right corner → From the drop-down, choose 'Users & Role Management' → Select 'Users & Workspaces'

Manage Users

Navigation: Select the ‘USERS’ tab under ‘Users & Workspaces.’

Invite Members

Using the ‘INVITE USER’ option, Brand Admin can add new users by entering the user’s email id, first name, and last name.

After adding the details, click 'Add.’ The user will be added and provided a random password. Also, a mail will be received by the user added to the platform.

Admin can select the user and add workspaces to that user.

Add workspace

Using this option, the Admin can add workspace to the user with permissions.

Role

The Admin can select a role for the user (refer to Role Management to know about permissions).

Remove User

Using this option, the Admin can remove a user.

Remove

The Admin can remove the workspace assigned to that user.

Manage Workspaces

Navigation

Select 'WORKSPACES' Tab

Edit name:

Edit the name of the workspace

Add User:

Add users to the workspace

Remove Workspace

Remove the workspace

Remove

Remove the users assigned to the workspace

Roles

Change the roles of the users added